EQTIX
Price
$17.03
Change
-$0.14 (-0.82%)
Updated
Jun 13 closing price
Net Assets
917.83M
SCCUX
Price
$10.98
Change
-$0.09 (-0.81%)
Updated
Jun 13 closing price
Net Assets
189.8M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$17.03
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets917.83M
Invesco Income Advantage U.S. Fund C
Price$10.98
Change-$0.09 (-0.81%)
VolumeN/A
Net Assets189.8M
EQTIX vs SCCUX Comparison Chart
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EQTIX vs. SCCUX commentary
Jun 14, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Buy and SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 918M vs. SCCUX (190M). EQTIX pays higher dividends than SCCUX: EQTIX (9.61) vs SCCUX (5.61). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. EQTIX (10.31) and SCCUX (10.17) have marching annual gain over last year. EQTIX return over 5 years is better than : 50.02 vs. SCCUX (47.30).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD2.3523.82861%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets918M190M483%
Annual Yield % from dividends9.615.61171%
Returns for 1 year10.3110.17101%
Returns for 3 years44.8845.7798%
Returns for 5 years50.0247.30106%
Returns for 10 years11.4740.9828%
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